Business Services

3-Tier Accounting Support (Starter, Growth, & Full Service)

We provide the right level of accounting support based on your needs and size of your company. Click here or the title above to learn more.

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Accounting Cleanup

Get relief and peace of mind from helping you to define what your accounting needs truly are so you know what needs to happen in order to get your accounting optimized for your business. Get clarity and control through knowing exactly what steps need to happen so you can move forward and how much value is being provided.

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Accounting Setup

Get results faster by having your accounting software completely setup for your business and needs so you can get the most out of it. You’ll get insights you’ve never had before by understanding how to use accounting to run your business better. Your team will realize better results by knowing how to use your accounting systems the right way. Get a peace of mind knowing your chart of accounts is setup correctly and is optimized for better reporting. Put in less effort managing your accounting by making sure money is flowing into the right categories for the business. Stay out of trouble by having your accounting setup for any sales tax needs. Receive more profits and get more control over your business finances by having your accounting systems setup for inventory.

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Agency Correspondence Assistance

Peace of mind knowing any correspondence received from federal, state, or local agencies that we will help you understand and create an action plan for.

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Balance Sheet Prep & Analysis

Having a business balance sheet (which may be for the first time ever) will provide quicker answers so you don’t have to figure out where the company is financially. You’ll get concrete answers, so you and your investors know where the business stands financially. This will also be used as a benchmark to measure if the business is getting healthier year-over-year.

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Business & Personal Financial Planning

Planning is all about minimizing the inevitable…uncertainty. Less uncertainty provides a faster and clearer path to your goals of having “more money”. And having not only your goals documented but actionable steps for how to get there will prove invaluable. Because we care about your outcomes, we’ll recommend ways to create symmetry between what you want personally and how to use your business to get you there by documenting a roadmap. Having an outside 3rd party look at your business and give insights that you can’t get yourself will keep you honest about expectations and timelines.

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Business Entity Advisement & Compliance

Let us handle keeping your business in good standing so the work doesn’t get held up. Allowing the entity compliance fall by the wayside creates unnecessary problems that will ultimately have to dealt with later. To get more details for how to get your business up and running, click here or the title above.

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CFO Overview

Understand the health of your business in an objective way, what all of the accounting data means, and how you can use the data to benefit yourself.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Financial Statement Prep

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

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Payroll

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Tax Planning

Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Tax Preparation & Filing

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.

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